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Caterpillar
CAT

Overview Fund Activity

2,964 hedge funds and large institutions have $130B invested in Caterpillar in 2024 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 1,084 increasing their positions, 1,043 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,964
Holders Change
+161
Holders Change %
+5.74%
% of All Funds
39.46%
Holding in Top 10
59
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-26.25%
% of All Funds
0.79%
New
372
Increased
1,084
Reduced
1,043
Closed
159
Calls
$2.16B
Puts
$2.7B
Net Calls
-$541M
Net Calls Change
-$75.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$434M
2
Northern Trust
Northern Trust
Illinois
+$263M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$162M
4
APG Asset Management
APG Asset Management
Netherlands
+$143M
5
Amundi
Amundi
France
+$115M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$767M
2
Citigroup
Citigroup
New York
-$706M
3
Bank of America
Bank of America
North Carolina
-$446M
4
Capital World Investors
Capital World Investors
California
-$394M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
2976
Summit Trail Advisors
New York
– -$15.6M -39,784 Closed
QC
2977
Quadrature Capital
United Kingdom
– -$11.8M -30,067 Closed
TSS
2978
Two Sigma Securities
New York
– -$7.79M -19,923 Closed
A
2979
AustralianSuper
Australia
– -$7.26M -18,550 Closed
FTDI
2980
First Trust Direct Indexing
Massachusetts
– -$7M -17,898 Closed
BCP
2981
BSN Capital Partners
United Kingdom
– -$6.01M -17,450 Closed
CG
2982
Castellan Group
Kentucky
– -$6.51M -16,637 Closed
PP
2983
Paloma Partners
Connecticut
– -$5.51M -14,083 Closed
WAM
2984
Weiss Asset Management
Massachusetts
– -$4.93M -12,601 Closed
SCM
2985
Stevens Capital Management
Pennsylvania
– -$4.46M -11,403 Closed
WAM
2986
Wakefield Asset Management
Colorado
– -$4.38M -11,206 Closed
SEC
2987
Seven Eight Capital
New York
– -$3.28M -8,393 Closed
SPS
2988
Susquehanna Portfolio Strategies
Pennsylvania
– -$3.25M -8,300 Closed
CK
2989
Cohen Klingenstein
New York
– -$3.13M -8,000 Closed
OTPPB
2990
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$2.6M -6,649 Closed
BCM
2991
Bayesian Capital Management
New York
– -$2.41M -6,159 Closed
SIP
2992
Stoneridge Investment Partners
Pennsylvania
– -$2.36M -6,043 Closed
GCM
2993
Graham Capital Management
Connecticut
– -$2.27M -5,800 Closed
LMIM
2994
Lockheed Martin Investment Management
Maryland
– -$2.03M -5,200 Closed
RIM
2995
Redwood Investment Management
Arizona
– -$1.81M -4,635 Closed
IIA
2996
IPG Investment Advisors
California
– -$1.8M -4,603 Closed
OWIM
2997
Old West Investment Management
California
– -$1.74M -4,458 Closed
AIM
2998
Aigen Investment Management
New York
– -$1.58M -4,037 Closed
NEI
2999
Northwest & Ethical Investments
Ontario, Canada
– -$1.44M -3,678 Closed
FIA
3000
FNY Investment Advisers
New York
– -$1.37M -3,500 Closed
118 119
120
121 122